Private Clients
Helping you discover more with your time through bespoke wealth management
Protecting your future from the unknown
Life is unpredictable, and, while illness and death may not be something you want to think about, it’s important that you do. As high-net-worth individuals you have much at stake and the risks of not being prepared are significantly high.
With suitable life and critical illness insurance cover, you can ensure that your wealth is protected in the face of loss of income, serious health issues, injury or death. The benefits can go beyond peace of mind. As well as protecting your legacy, the right policies bring attractive investment opportunities and tax advantages, within your own lifetime and for your heirs.
We partner with some of the leading insurance providers for high-net-worth families looking to protect their wealth and legacy, and we work with you to find the most suitable solutions for your family.
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01Whole of life insurance
Securing a future for your loved ones with added benefits, such as tax-free income for you and inheritance tax mitigation for your heirs.
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02Critical illness insurance
Reassurance that you and your family will be looked after financially if you face a serious or permanent health issue. Our solutions can provide single lump sum payments or more flexible income options to cover ongoing costs as you focus on yourself and your road to recovery.
